Client Services Associate

5 months ago

Cirencester, United Kingdom St. James's Place Full time

St. James's Place (SJP) works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a network of qualified, expert advisors. We put financial wellbeing and responsible business choices at the heart of everything we do. We believe in the value of difference and know that diverse teams can help us problem solve and innovate for clients.

We look for people to join SJP to make an impact and to contribute to our culture which is based around long term relationships, doing the right thing, and being the best version of ourselves.

**Location**: Cirencester Office 2 days per week and 3 days remote

**Workplace Type**: Hybrid

**Employment Type**:Permanent, 35 hours per week

**Seniority**:Associate

Due to expansion and growth we have created 2 new permanent opportunities to join our Client Service Team. The role is to coordinate activity relating to Ongoing Advice Charges (OAC) on behalf of SJP's Partnership and Clients. This will be on an ad-hoc basis (Partner / client led) and on a scheduled basis (SJP led). This is to ensure instructions are validated, we hold sufficient documentation to evidence the client is aware of the activity, and it is being undertaken in the clients’ best interest.

You will also provide guidance and information to our Partners, the wider business and, as necessary, clients directly regarding the process and parameters of our policies. This guidance will need to ensure the needs of our clients is met, whilst balancing the obligations of the Partnership as set out within our Consumer Duty and Ongoing Advice policies.

**Who are we looking for**:
A confident communicator, with excellent written and verbal skills, a tenacious and pragmatic approach to work, who enjoys a supportive and adaptable work environment. You will enjoy taking projects from start to finish and understand the importance providing a first class customer service

**Key Responsibilities of the Job**:

- To review, validate and refer instructions relating to our Advice Charges
- To provide guidance and information regarding our Ongoing Advice policy
- Ensure meaningful management information is coordinated and recorded
- Be part of the review processes associated with Advice Charges, to identify and promote efficiencies, including automation and efficiency
- Maintain a close working relationship with our administration centre and other business areas across SJP

**Requirements**:

- Strong communication skills, both written and verbal
- Good IT literacy, including Excel, Word, Outlook, SharePoint, Salesforce, Teams, Zoom and PowerPoint
- Experience in an administration position and/or Financial Services will hold an advantage

**What's in it for you?**
- Private Medical paid for by Company.
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.*
- Non-Contributory Pension - 10% (increasing with length of service up to 15%) with further pension matching.
- Parental leave - 6 months full pay
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday
- Not applicable to Fixed-Term Contracts (standard uplift applies in lieu of the protection benefits)

**Flexible Working**
We know that everyone works best in different ways, at different times and in different environments. We have introduced a hybrid working policy to provide greater flexibility for part-time work, job-sharing, remote working, and flexibility on hours. Our people are encouraged to work in a flexible way that suits their lifestyle, so please ask the question and start a conversation

**Reasonable Adjustments**

**What's next?**

Our team will be in touch. As a business regulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to an interview with SJP.

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